How to Delete a Deal in Agile CRM
All Tutorials / How to Delete a Deal in Agile CRM Updated on: Here’s how to delete a contact in Agile CRM to keep your database organized : Click the menu bar in the top-left corner. Go to the Contacts. Click the More icon and select Delete from the menu. Click Yes. Need accurate B2B […]
How to Delete a Contact in Agile CRM
All Tutorials / How to Create Dashboards in Agile CRM Updated on: Here’s how to create dashboards in Agile CRM for better insights and reporting : Click Sales in the top-left corner. Select Manage Dashboards. Click on Add Dashboards. Enter the dashboard Name and description, then Click Save. Need accurate B2B data? Get 200M+ verified […]
How to Create Dashboards in Agile CRM
All Tutorials / How to Create Dashboards in Agile CRM Updated on: Here’s how to create dashboards in Agile CRM for better insights and reporting : Click Sales in the top-left corner. Select Manage Dashboards. Click on Add Dashboards. Enter the dashboard Name and description, then Click Save. Need accurate B2B data? Get 200M+ verified […]
How to Create an Email Campaign in Agile CRM
All Tutorials / How to Create an Email Campaign in Agile CRM Updated on: Here’s how to create an email campaign in Agile CRM to reach and engage audience : Click the Campaigns tab in the main menu. Click Add Campaign in the top-right corner. Select the Newsletter campaign and click Go. Drag and drop […]
How to Create a Task in Agile CRM
All Tutorials / How to Create a Task in Agile CRM Updated on: Here’s how to create a task in Agile CRM to manage and boost productivity : Click Add in the top-right corner. Select Task from the options. Enter the task name, due date, priority, and other details. Click Save to create the task. […]
How to Create a Deal in Agile CRM
All Tutorials / How to Create a Deal in Agile CRM Updated on: Here’s how to create a deal in Agile CRM to manage sales efficiently : Click the menu bar in the top-left corner. Click Deals in the main menu. Click Add Deals. Enter the deal name, contact, value, milestone, and other details. Click […]
How to Create a Company Record in Agile CRM
All Tutorials / How to Create a Company Record in Agile CRM Updated on: Here’s how to create a new company record in Agile CRM to manage effectively : Click the menu bar in the top-left corner. Click Companies in the main menu. Click Add Company. Enter the New Company details and Click Save. Need […]
How to Connect Agile CRM with Slack
All Tutorials / How to Connect Agile CRM with Slack Updated on: Here’s how to integrate Agile CRM with Slack for improved team collaboration : Click the Profile icon in the top-right corner. Open the Widgets. Go to Social and scroll down to find Slack. Locate Slack and click Add. Then, Click Link Your Slack […]
How to Connect Agile CRM with Shopify
All Tutorials / How to Connect Agile CRM with Shopify Updated on: Here’s how to connect Agile CRM with Shopify to sync your sales and customer data : Click the Profile icon in the top-right corner. Open the Admin Settings. Go to Integrations under the Admin settings. Go to Ecommerce and select Shopify. Click Try […]
How to Configure Time Zone and Language in Agile CRM
All Tutorials / How to Configure Time Zone and Language in Agile CRM Updated on: Here’s how to set your preferred time zone and language in Agile CRM : Click the Profile icon in the top-right corner. Open the Admin Settings. Go to Settings and select Advanced under Preferences. Select your Time Zone, Language, and […]